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Version: 4.xx.xx

useStepsForm

The useStepsForm hook allows you to split your form under an Ant Design based Steps component and provides you with a few useful functionalities that will help you manage your form.

The useStepsForm hook is extended from useForm under the hood. This means that you can use all the functionalities of useForm in your useStepsForm.

Usage

We will show two examples, one for creating a post and one for editing it. Let's see how useStepsForm is used in both.

Here is the final result of the form: We will explain the code in following sections.

localhost:3000/posts/create
import { HttpError } from "@refinedev/core";
import React from "react";

import { Create, SaveButton, useSelect, useStepsForm } from "@refinedev/antd";
import { Button, Form, Input, Select, Steps } from "antd";

const { Step } = Steps;

const PostCreatePage: React.FC = () => {
const { current, gotoStep, stepsProps, formProps, saveButtonProps } =
useStepsForm<IPost, HttpError, IPost>();

const { selectProps: categorySelectProps } = useSelect<ICategory, HttpError>({
resource: "categories",
});

const formList = [
<>
<Form.Item
label="Title"
name="title"
rules={[
{
required: true,
},
]}
>
<Input />
</Form.Item>
<Form.Item
label="Category"
name={["category", "id"]}
rules={[
{
required: true,
},
]}
>
<Select {...categorySelectProps} />
</Form.Item>
<Form.Item
label="Status"
name="status"
rules={[
{
required: true,
},
]}
>
<Select
options={[
{
label: "Published",
value: "published",
},
{
label: "Draft",
value: "draft",
},
{
label: "Rejected",
value: "rejected",
},
]}
/>
</Form.Item>
</>,
<>
<Form.Item
label="Content"
name="content"
rules={[
{
required: true,
},
]}
>
<Input.TextArea />
</Form.Item>
</>,
];

return (
<Create
footerButtons={
<>
{current > 0 && (
<Button
onClick={() => {
gotoStep(current - 1);
}}
>
Previous
</Button>
)}
{current < formList.length - 1 && (
<Button
onClick={() => {
gotoStep(current + 1);
}}
>
Next
</Button>
)}
{current === formList.length - 1 && (
<SaveButton {...saveButtonProps} />
)}
</>
}
>
<Steps {...stepsProps}>
<Step title="About Post" />
<Step title="Content" />
</Steps>

<Form {...formProps} layout="vertical" style={{ marginTop: 30 }}>
{formList[current]}
</Form>
</Create>
);
};

interface ICategory {
id: number;
title: string;
}

interface IPost {
id: number;
title: string;
content: string;
status: "published" | "draft" | "rejected";
category: { id: number };
}

For the sake of simplicity, in this example we're going to build a Post "create" form that consists of only a title and a relational category field.

To split your form items under a <Steps> component, first import and use useStepsForm hook in your page:

pages/posts/create.tsx
import { useStepsForm } from "@refinedev/antd";
import { HttpError } from "@refinedev/core";
import React from "react";

export const PostCreate: React.FC = () => {
const {
current,
gotoStep,
stepsProps,
formProps,
saveButtonProps,
queryResult,
} = useStepsForm<IPost, HttpError, IPost>();

return null;
};

interface ICategory {
id: number;
}

interface IPost {
id: number;
title: string;
status: "published" | "draft" | "rejected";
category: {
id: ICategory["id"];
};
}

useStepsForm is a generic over the type form data to help you type check your code.

This hook returns a set of useful values to render steps form. Given current value, you should have a way to render your form items conditionally with this index value. You can use an array to achieve this.

Here, each item of formList corresponds to one step in form:

pages/posts/create.tsx
import { useSelect, useStepsForm } from "@refinedev/antd";
import { HttpError } from "@refinedev/core";
import { Form, Input, Select } from "antd";
import React from "react";

export const PostCreate: React.FC = () => {
const { current, gotoStep, stepsProps, formProps, saveButtonProps } =
useStepsForm<IPost, HttpError, IPost>();

const { selectProps: categorySelectProps } = useSelect<ICategory, HttpError>({
resource: "categories",
});

const formList = [
<>
<Form.Item
label="Title"
name="title"
rules={[
{
required: true,
},
]}
>
<Input />
</Form.Item>
</>,
<>
<Form.Item
label="Category"
name={["category", "id"]}
rules={[
{
required: true,
},
]}
>
<Select {...categorySelectProps} />
</Form.Item>
</>,
];

return null;
};

interface ICategory {
id: number;
title: string;
}

interface IPost {
id: number;
title: string;
content: string;
status: "published" | "draft" | "rejected";
category: { id: number };
}
Relational Data:

Since category is a relational data, we use useSelect to fetch its data.

Refer to useSelect documentation for detailed usage.


You should use stepsProps on <Steps> component, formProps on the <Form> component. And as the last step, you should render the <Steps> component besides the form like this:

pages/posts/create.tsx
import { Create, useSelect, useStepsForm } from "@refinedev/antd";
import { HttpError } from "@refinedev/core";
import {
Form,
Input,
Select,
Steps,
} from "antd";
import React from "react";

export const PostCreate: React.FC = () => {
const {
current,
gotoStep,
stepsProps,
formProps,
saveButtonProps,
queryResult,
} = useStepsForm<IPost, HttpError, IPost>();

const { selectProps: categorySelectProps } = useSelect<ICategory, HttpError>({
resource: "categories",
});

const formList = [
<>
<Form.Item
label="Title"
name="title"
rules={[
{
required: true,
},
]}
>
<Input />
</Form.Item>
</>,
<>
<Form.Item
label="Category"
name={["category", "id"]}
rules={[
{
required: true,
},
]}
>
<Select {...categorySelectProps} />
</Form.Item>
</>,
];

return (
<Create saveButtonProps={saveButtonProps}>
<Steps {...stepsProps}>
<Step title="About Post" />
<Step title="Content" />
</Steps>
<Form {...formProps} layout="vertical">
{formList[current]}
</Form>
</Create>
);
};

interface ICategory {
id: number;
title: string;
}

interface IPost {
id: number;
title: string;
content: string;
status: "published" | "draft" | "rejected";
category: { id: number };
}
Implementation Tips:

Make sure to add as much <Steps.Step> components as the number of steps in the formList array.


To help users navigate between steps in the form, you can use the action buttons. Your navigation buttons should use the gotoStep function that was previously returned from the useStepsForm hook.

pages/posts/create.tsx
import {
Create,
SaveButton,
useSelect,
useStepsForm,
} from "@refinedev/antd";
import { HttpError } from "@refinedev/core";
import { Button, Form, Input, Select, Steps } from "antd";
import React from "react";

export const PostCreate: React.FC = () => {
const {
current,
gotoStep,
stepsProps,
formProps,
saveButtonProps,
queryResult,
submit,
} = useStepsForm<IPost, HttpError, IPost>();

const { selectProps: categorySelectProps } = useSelect<ICategory, HttpError>({
resource: "categories",
});

const formList = [
<>
<Form.Item
label="Title"
name="title"
rules={[
{
required: true,
},
]}
>
<Input />
</Form.Item>
</>,
<>
<Form.Item
label="Category"
name={["category", "id"]}
rules={[
{
required: true,
},
]}
>
<Select {...categorySelectProps} />
</Form.Item>
</>,
];

return (
<Create
footerButtons={
<>
{current > 0 && (
<Button
onClick={() => {
gotoStep(current - 1);
}}
>
Previous
</Button>
)}
{current < formList.length - 1 && (
<Button
onClick={() => {
gotoStep(current + 1);
}}
>
Next
</Button>
)}
{current === formList.length - 1 && (
<SaveButton
{...saveButtonProps}
style={{ marginRight: 10 }}
onClick={() => submit()}
/>
)}
</>
}
>
<Steps {...stepsProps}>
<Step title="About Post" />
<Step title="Content" />
</Steps>
<Form {...formProps} layout="vertical">
{formList[current]}
</Form>
</Create>
);
};

interface ICategory {
id: number;
title: string;
}

interface IPost {
id: number;
title: string;
content: string;
status: "published" | "draft" | "rejected";
category: { id: number };
}

Properties

All of the useForm props are also available in useStepsForm. You can find descriptions on useForm documentation.

defaultCurrent

defaultCurrent sets the default starting step number. Counting starts from 0.

const stepsForm = useStepsForm({
defaultCurrent: 2,
});

total

total is the maximum number of steps. <Steps> cannot go beyond this number.

const stepsForm = useStepsForm({
total: 3,
});

isBackValidate

When isBackValidate is true, it validates a form fields when the user navigates to a previous step. It is false by default.

const stepsForm = useStepsForm({
isBackValidate: true,
});

overtimeOptions

If you want loading overtime for the request, you can pass the overtimeOptions prop to the this hook. It is useful when you want to show a loading indicator when the request takes too long. interval is the time interval in milliseconds. onInterval is the function that will be called on each interval.

Return the overtime object from this hook. elapsedTime is the elapsed time in milliseconds. It becomes undefined when the request is completed.

const { overtime } = useStepsForm({
//...
overtimeOptions: {
interval: 1000,
onInterval(elapsedInterval) {
console.log(elapsedInterval);
},
},
});

console.log(overtime.elapsedTime); // undefined, 1000, 2000, 3000 4000, ...

// You can use it like this:
{
elapsedTime >= 4000 && <div>this takes a bit longer than expected</div>;
}

autoSave

If you want to save the form automatically after some delay when user edits the form, you can pass true to autoSave.enabled prop.

By default the autoSave feature does not invalidate queries. However, you can use the invalidateOnUnmount prop to invalidate queries upon unmount.

It also supports onMutationSuccess and onMutationError callback functions. You can use isAutoSave parameter to determine whether the mutation is triggered by autoSave or not.

autoSave feature operates exclusively in edit mode. Users can take advantage of this feature while editing data, as changes are automatically saved in editing mode. However, when creating new data, manual saving is still required.

onMutationSuccess and onMutationError callbacks will be called after the mutation is successful or failed.

enabled

To enable the autoSave feature, set the enabled parameter to true. By default, it is false.

useStepsForm({
autoSave: {
enabled: true,
},
});

debounce

Set the debounce time for the autoSave prop. By default, it is 1000 milliseconds.

useStepsForm({
autoSave: {
enabled: true,
debounce: 2000,
},
});

onFinish

If you want to modify the data before sending it to the server, you can use onFinish callback function.

useStepsForm({
autoSave: {
enabled: true,
onFinish: (values) => {
return {
foo: "bar",
...values,
};
},
},
});

invalidateOnUnmount

This prop is useful when you want to invalidate the list, many and detail queries from the current resource when the hook is unmounted. By default, it invalidates the list, many and detail queries associated with the current resource. Also, You can use the invalidates prop to select which queries to invalidate. By default, it is false.

useStepsForm({
autoSave: {
enabled: true,
invalidateOnUnmount: true,
},
});

defaultFormValues

Default values for the form. Use this to pre-populate the form with data that needs to be displayed.

useForm({
defaultFormValues: {
title: "Hello World",
},
});

Also, it can be provided as an async function to fetch the default values. The loading state can be tracked using the defaultFormValuesLoading state returned from the hook.

🚨 When action is "edit" or "clone" a race condition with async defaultFormValues may occur. In this case, the form values will be the result of the last completed operation.

const { defaultFormValuesLoading } = useForm({
defaultFormValues: async () => {
const response = await fetch("https://my-api.com/posts/1");
const data = await response.json();
return data;
},
});

Return Values

All useForm return values also available in useStepsForm. You can find descriptions on useForm docs.

stepsProps

stepsProps is the props needed by the <Steps> component.

current

current is the current step, counting from 0.

onChange

Callback function that is triggered when the current step of the form changes. The function takes in one argument, currentStep, which is a number representing the index of the current step.

current

The Current step, counting from 0.

gotoStep

gotoStep is a function that allows you to programmatically change the current step of a form. It takes in one argument, step, which is a number representing the index of the step you want to navigate to.

submit

submit is a function that can submit the form. It's useful when you want to submit the form manually.

overtime

overtime object is returned from this hook. elapsedTime is the elapsed time in milliseconds. It becomes undefined when the request is completed.

const { overtime } = useStepsForm();

console.log(overtime.elapsedTime); // undefined, 1000, 2000, 3000 4000, ...

autoSaveProps

If autoSave is enabled, this hook returns autoSaveProps object with data, error, and status properties from mutation.

defaultFormValuesLoading

If defaultFormValues is an async function, defaultFormValuesLoading will be true until the function is resolved.

FAQ

How can I change the form data before submitting it to the API?

Here is an example where we modify the form data before submit:

We need to send the values we received from the user in two separate inputs, name and surname, to the API as fullName. We can do this by overriding the submit function.

pages/user/create.tsx
import { useStepsForm } from "@refinedev/antd";
// ...
const { current, gotoStep, stepsProps, formProps, saveButtonProps, onFinish } =
useStepsForm<IPost>({
submit: (values) => {
const data = {
fullName: `${formValues.name} ${formValues.surname}`,
age: formValues.age,
city: formValues.city,
};
onFinish(data as any);
},
});
// ...

API Reference

Properties

PropertyTypeDescriptionDefault
resource

string

Resource name for API data interactions

Resource name that it reads from route

id

Record id for fetching

Id that it reads from the URL

redirect

"show" | "edit" | "list" | "create" | false

Page to redirect after a succesfull mutation

"list"

meta

MetaQuery

Metadata query for dataProvider

metaData

metaData is deprecated with refine@4, refine will pass meta instead, however, we still support metaData for backward compatibility.

MetaQuery

Metadata query for dataProvider

queryMeta

MetaQuery

Metadata to pass for the useOne query

mutationMeta

MetaQuery

Metadata to pass for the mutation (useCreate for create and clone actions, useUpdate for edit action)

mutationMode

"pessimistic" | "optimistic" | "undoable"

Determines when mutations are executed

"pessimistic"*

onMutationSuccess

((data: UpdateResponse<TResponse>

CreateResponse<TResponse>, variables: TVariables, context: any, isAutoSave?: boolean) => void)

Called when a mutation is successful

onMutationError

((error: TResponseError, variables: TVariables, context: any, isAutoSave?: boolean) => void)

Called when a mutation encounters an error

undoableTimeout

number

Duration to wait before executing mutations when mutationMode = "undoable"

5000*

dataProviderName

string

If there is more than one dataProvider, you should use the dataProviderName that you will use.

invalidates

all, resourceAll, list, many, detail, false

You can use it to manage the invalidations that will occur at the end of the mutation.

["list", "many", "detail"]

queryOptions

UseQueryOptions<GetOneResponse<TQueryFnData>, TError, GetOneResponse<TData>, QueryKey>

react-query's useQuery options of useOne hook used while in edit mode.

createMutationOptions

Omit<UseMutationOptions<CreateResponse<TResponse>, TResponseError, UseCreateParams<TResponse, TResponseError, TVariables>, unknown>, "mutationFn"

... 1 more ...

"onSuccess">

react-query's useMutation options of useCreate hook used while submitting in create and clone modes.

updateMutationOptions

Omit<UseMutationOptions<UpdateResponse<TResponse>, TResponseError, UpdateParams<TResponse, TResponseError, TVariables>, PrevContext<...>>, "mutationFn"

... 3 more ...

"onSettled">

react-query's useMutation options of useUpdate hook used while submitting in edit mode.

optimisticUpdateMap

OptimisticUpdateMapType<TResponse, TVariables>

If you customize the optimisticUpdateMap option, you can use it to manage the invalidations that will occur at the end of the mutation.

{ list: true, many: true, detail: true, }

successNotification

false

OpenNotificationParams

((data?: UpdateResponse<TResponse>

CreateResponse<TResponse>, values?: TVariables

... 1 more ..., resource?: string

undefined) => false

OpenNotificationParams)

undefined

Success notification configuration to be displayed when the mutation is successful.

'"There was an error creating resource (status code: statusCode)" or "Error when updating resource (status code: statusCode)"'

errorNotification

false

OpenNotificationParams

((error?: TResponseError, values?: TVariables

{ id: BaseKey; values: TVariables; }, resource?: string

undefined) => false

OpenNotificationParams)

undefined

Error notification configuration to be displayed when the mutation fails.

'"There was an error creating resource (status code: statusCode)" or "Error when updating resource (status code: statusCode)"'

action

"create" | "edit" | "clone"

Type of the form mode

Action that it reads from route otherwise "create" is used

liveMode

Whether to update data automatically ("auto") or not ("manual") if a related live event is received. The "off" value is used to avoid creating a subscription.

"off"

onLiveEvent

Callback to handle all related live events of this hook.

undefined

liveParams

Params to pass to liveProvider's subscribe method if liveMode is enabled.

undefined

overtimeOptions

UseLoadingOvertimeCoreOptions

autoSave

{ enabled: boolean; debounce?: number; onFinish?: ((values: TVariables) => TVariables); invalidateOnUnmount?: boolean

undefined; invalidateOnClose?: boolean

undefined; }

undefined

submitOnEnter

boolean

warnWhenUnsavedChanges

boolean

Shows notification when unsaved changes exist

disableServerSideValidation

boolean

Disables server-side validation

false

Type Parameters

PropertyDescriptionTypeDefault
TQueryFnDataResult data returned by the query function. Extends BaseRecordBaseRecordBaseRecord
TErrorCustom error object that extends HttpErrorHttpErrorHttpError
TVariablesValues for params.{}
TDataResult data returned by the select function. Extends BaseRecord. If not specified, the value of TQueryFnData will be used as the default value.BaseRecordTQueryFnData
TResponseResult data returned by the mutation function. Extends BaseRecord. If not specified, the value of TData will be used as the default value.BaseRecordTData
TResponseErrorCustom error object that extends HttpError. If not specified, the value of TError will be used as the default value.HttpErrorTError

Return Values

KeyDescriptionType
stepsPropsAnt Design steps propsStepsProps
currentCurrent step, counting from 0.number
gotoStepGo to the target step(step: number) => void
formPropsAnt Design form propsFormProps
formAnt Design form instanceFormInstance<TVariables>
submitSubmit method, the parameter is the value of the form fields() => void
overtimeOvertime loading props{ elapsedTime?: number }
autoSavePropsAuto save props{ data: UpdateResponse<TData> | undefined, error: HttpError | null, status: "loading" | "error" | "idle" | "success" }
defaultFormValuesLoadingDefaultFormValues loading status of formboolean

Example

Run on your local
npm create refine-app@latest -- --example form-antd-use-steps-form